Oxford Financial Group Ltd. Has $255,000 Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Oxford Financial Group Ltd. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 100.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,605 shares of the company’s stock after purchasing an additional 1,308 shares during the quarter. Oxford Financial Group Ltd.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $255,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Moneta Group Investment Advisors LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 90,331.9% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 62,881,813 shares of the company’s stock worth $6,098,907,000 after acquiring an additional 62,812,278 shares in the last quarter. Raymond James & Associates raised its position in iShares Core U.S. Aggregate Bond ETF by 14.9% in the 2nd quarter. Raymond James & Associates now owns 58,718,589 shares of the company’s stock worth $5,751,486,000 after purchasing an additional 7,620,532 shares during the last quarter. Envestnet Asset Management Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 18.3% in the 2nd quarter. Envestnet Asset Management Inc. now owns 48,782,934 shares of the company’s stock worth $4,778,288,000 after purchasing an additional 7,537,670 shares during the last quarter. Bank Julius Baer & Co. Ltd Zurich raised its position in iShares Core U.S. Aggregate Bond ETF by 98,060.6% in the 2nd quarter. Bank Julius Baer & Co. Ltd Zurich now owns 7,043,021 shares of the company’s stock worth $689,864,000 after purchasing an additional 7,035,846 shares during the last quarter. Finally, First Citizens Bank & Trust Co. raised its position in iShares Core U.S. Aggregate Bond ETF by 1,250.7% in the 1st quarter. First Citizens Bank & Trust Co. now owns 6,163,802 shares of the company’s stock worth $614,161,000 after purchasing an additional 5,707,468 shares during the last quarter. 83.21% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $95.25 on Friday. The company has a 50 day moving average price of $93.82 and a 200 day moving average price of $96.22. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $91.58 and a fifty-two week high of $101.15.

iShares Core U.S. Aggregate Bond ETF Company Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.